Tax Senior Associate

Sorren, Inc.; Madison (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Parental leave

Mentorship and career development

Job summary

Sorren, Inc. is seeking a Tax Senior Associate to prepare and review various tax returns, lead junior staff, and contribute to tax planning and client service. The role requires CPA eligibility, 3-5 years of tax experience, and a Bachelor's degree in accounting.

You will stay current on tax laws and collaborate closely with colleagues to ensure high-quality deliverables. This full-time position is based in Madison, WI, and offers professional growth, mentorship, and a comprehensive benefits

Qualifications

• 3–5 years of experience in tax preparation and review.
• CPA license or eligibility required or preferred.
• Bachelor’s degree in accounting or related field.
• Strong knowledge of tax laws and compliance requirements.
• Proficiency with tax preparation software and accounting tools.

Responsibilities

• Prepare and review individual, corporate, partnership, and consolidated tax returns.
• Review associates’ and interns’ tax returns and provide feedback.
• Perform quarterly and annual accounting procedures for tax records.
• Identify entities for tax implications and big-picture impacts.
• Ensure accurate data for filings and communicate gaps.
• Mentor and supervise junior staff to develop skills.
• Stay updated on tax laws and best practices through training.

Skills

Tax preparation

CPA license

Bachelor's degree

Tax software

Attention to detail

Communication

Time management

Leadership

Education

Bachelor's degree in accounting or related field

CPA eligibility

Tools

Tax preparation software

Accounting tools

Job description

## Tax Senior AssociateApplyremote type: Officelocations: Madison, WItime type: Full timeposted on: Posted Yesterdayjob requisition id: JR100553**Our Firm** Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.**Your Journey** Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.**Position Summary:**Your Impact (Essential Duties): Prepare and review individual, corporate, partnership, and consolidated tax returns Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes Identify organizational structures and related entities for tax implications and big-picture impacts Ensure accurate and complete data for filings, identifying and communicating missing information Calculate quarterly and annual estimated tax liabilities accurately Conduct tax planning to identify opportunities for improvement and added value for clients Research and resolve complex tax issues, providing guidance and recommendations Communicate effectively with team members and clients, providing updates and addressing questions Supervise, train, and mentor associates and interns to enhance team performance and skill development Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving Stay updated on tax laws and best practices through ongoing training and independent learning Manage engagements efficiently, meeting deadlines, particularly during high-demand periods Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity Your Background: 3-5 years of experience in tax preparation CPA license or eligible Bachelor’s degree in accounting or related field In-depth understanding of tax laws, regulations, and compliance requirements Proficiency in tax preparation software and accounting tools Excellent attention to detail and accuracy in calculations and document reviews Strong verbal and written communication skills to effectively interact with clients and team members Exceptional organizational and time management skills to handle multiple priorities and meet deadlines Analytical skills to solve complex tax issues and understand broader financial implications Leadership and mentoring abilities to supervise and develop junior staff Full-time commitment and flexibility to work beyond regular hours to meet team deadlinesReasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the jobSorren is an equal opportunity employer**Why Choose Us?**At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.**What We Offer\*:*** Generous paid time off* Comprehensive medical, dental, and vision coverage, plus life and disability insurance* 401(k) retirement savings plan* Paid holidays, including a firmwide winter break (December 24 – January 1)* Paid parental leave (available after one year of service)* Mentorship and career development programs* CPA exam support to help you succeed on the path to licensure* Firm-sponsored events and spontaneous team activities* Celebrations to mark milestones like the end of busy season and the holidays\*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.